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Funds

Every scheme with a disclosed portfolio: its NAV, returns, size and cost, and every measure we derive from the disclosures — each one something you can order the list by, and each one shown in its own units when you do.

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Three ranges, and only three: what a fund costs, how big it is, and how long the person running it has been there. There is no range over a fund's record, because filtering on a record builds a shortlist of past winners — and our own testing found that shortlist does not predict the next three years. A fund with no expense or tenure on file is excluded by those two, never silently included.

550 funds

ordered by size · names starting with U · showing 51–100

FundCategory NAV1 yr3 yrs p.a.AssetsExpense, Direct How often it beat its category
Union Money Market Fund
Union Asset Management Company Private Limited · Devesh Thacker, since Aug 2021
Money Market ₹1,372.66
21 Sep 2026
6.8% 7.2% ₹1,162 Cr 0.17%
Regular 0.81%
beat peers in 0% of 3-yr windows26 windows — thin record
UTI Floating Interest Rates Fund
UTI Asset Mgmt. Co. Ltd. · Pankaj Pathak, since Apr 2025
Floating Interest Rates ₹1,686.20
21 Sep 2026
6.3% 7.1% ₹1,145 Cr 0.44%
Regular 0.86%
beat peers in 0% of 3-yr windows60 windows
UTI Children's Equity Fund
UTI Asset Mgmt. Co. Ltd. · Sachin Trivedi, since Jun 2025
Children's ₹88.92
21 Sep 2026
−6.8% 7.4% ₹1,125 Cr 1.37%
Regular 2.24%
beat peers in 65% of 3-yr windows109 windows
Union Multi Asset Allocation Fund
Union Asset Management Company Private Limited · Anindya Sarkar, since Aug 2024
Multi Asset Allocation ₹12.39
21 Sep 2026
10.4% — ₹988 Cr 1.29%
Regular 2.41%
not measured
Union Large & Midcap Fund
Union Asset Management Company Private Limited · Vinod Malviya, since May 2024
Large & Mid Cap ₹29.48
21 Sep 2026
4.8% 13.5% ₹971 Cr 1.31%
Regular 2.56%
beat peers in 7% of 3-yr windows46 windows
Union Overnight Fund
Union Asset Management Company Private Limited · Devesh Thacker, since Mar 2019
Overnight ₹1,452.43
21 Sep 2026
5.3% 6.1% ₹897 Cr 0.14%
Regular 0.24%
beat peers in 58% of 3-yr windows55 windows
Union ELSS Tax Saver Fund (Formerly Union Tax Saver (ELSS) Fund
Union Asset Management Company Private Limited · Sanjay Bembalkar, since Jun 2021
ELSS ₹71.22
21 Sep 2026
−1.2% 10.6% ₹861 Cr 1.73%
Regular 2.64%
beat peers in 41% of 3-yr windows109 windows
UTI - Equity Savings Fund
UTI Asset Mgmt. Co. Ltd. · V Srivatsa, since Aug 2018
Equity Savings ₹20.21
21 Sep 2026
3.2% 8.2% ₹849 Cr 1.04%
Regular 2.06%
beat peers in 53% of 3-yr windows62 windows
UTI Nifty 500 Value 50 Index Fund
UTI Asset Mgmt. Co. Ltd. · Ayush Jain, since May 2023
Equity Funds ₹21.79
21 Sep 2026
9.0% 21.5% ₹797 Cr 0.75%
Regular 1.21%
beat peers in 100% of 3-yr windows5 windows — thin record
UTI Innovation Fund
UTI Asset Mgmt. Co. Ltd. · Nitin Jain, since Oct 2024
Sectoral/ Thematic ₹12.10
21 Sep 2026
−2.2% — ₹790 Cr 1.22%
Regular 2.40%
not measured
Union Aggressive Hybrid Fund
Union Asset Management Company Private Limited · Parijat Agrawal, since Nov 2020
Aggressive Hybrid ₹19.73
21 Sep 2026
2.7% 10.8% ₹752 Cr 1.63%
Regular 2.85%
beat peers in 0% of 3-yr windows34 windows — thin record
UTI Silver Exchange Traded Fund
UTI Asset Mgmt. Co. Ltd. · Ayush Jain, since May 2025
Silver ETF — 75.5% 46.0% ₹729 Cr 0.00%
Regular 0.59%
beat peers in 0% of 3-yr windows6 windows — thin record
UTI - India Consumer Fund
UTI Asset Mgmt. Co. Ltd. · Vishal Chopda, since Feb 2018
Sectoral/ Thematic ₹62.26
21 Sep 2026
−5.0% 10.5% ₹710 Cr 1.70%
Regular 2.42%
beat peers in 14% of 3-yr windows109 windows
UTI Silver ETF Fund of Fund
UTI Asset Mgmt. Co. Ltd. · Ayush Jain, since Apr 2023
FoF Domestic ₹29.70
21 Sep 2026
72.0% 45.9% ₹590 Cr 0.14%
Regular 0.46%
beat peers in 100% of 3-yr windows6 windows — thin record
UTI Nifty 200 Quality 30 Index Fund
UTI Asset Mgmt. Co. Ltd. · Ayush Jain, since Sep 2024
Equity Funds ₹8.66
21 Sep 2026
−5.4% — ₹546 Cr 0.67%
Regular 1.12%
not measured
Union Business Cycle Fund
Union Asset Management Company Private Limited · Harshad Patwardhan, since Nov 2024
Sectoral/ Thematic ₹12.07
21 Sep 2026
3.7% — ₹506 Cr 1.86%
Regular 3.11%
not measured
Union Active Momentum Fund
Union Asset Management Company Private Limited · Gaurav Chopra, since Nov 2024
Sectoral/ Thematic ₹10.37
21 Sep 2026
19.5% — ₹496 Cr 2.62%
Regular 3.99%
not measured
UTI BSE Low Volatility Index Fund
UTI Asset Mgmt. Co. Ltd. · Sharwan Kumar Goyal, since Mar 2022
Equity Funds ₹15.71
21 Sep 2026
−7.5% 7.0% ₹477 Cr 0.51%
Regular 0.95%
beat peers in 16% of 3-yr windows19 windows — thin record
Union Focused Fund
Union Asset Management Company Private Limited · Vinod Malviya, since Nov 2024
Focused ₹29.21
21 Sep 2026
5.0% 11.6% ₹444 Cr 1.57%
Regular 2.57%
beat peers in 14% of 3-yr windows50 windows
Union Largecap Fund
Union Asset Management Company Private Limited · Sanjay Bembalkar, since Jun 2021
Large Cap ₹24.35
21 Sep 2026
−4.0% 7.8% ₹437 Cr 1.68%
Regular 2.58%
beat peers in 19% of 3-yr windows77 windows
UTI - Gilt Fund
UTI Asset Mgmt. Co. Ltd. · Pankaj Pathak, since Apr 2025
Gilt ₹68.49
21 Sep 2026
5.5% 6.7% ₹423 Cr 0.47%
Regular 0.85%
beat peers in 35% of 3-yr windows109 windows
UTI Dynamic Term Fund
UTI Asset Mgmt. Co. Ltd. · Pankaj Pathak, since Apr 2025
Dynamic Term ₹35.73
21 Sep 2026
5.6% 7.4% ₹418 Cr 0.56%
Regular 1.28%
beat peers in 60% of 3-yr windows109 windows
Union Value Fund
Union Asset Management Company Private Limited · Gaurav Chopra, since Nov 2024
Value ₹30.30
21 Sep 2026
−0.2% 12.0% ₹395 Cr 1.51%
Regular 2.71%
beat peers in 31% of 3-yr windows58 windows
Union Ultra Short to Short Term Fund
Union Asset Management Company Private Limited · Devesh Thacker, since Jun 2025
Ultra Short to Short Term ₹10.71
21 Sep 2026
6.0% — ₹374 Cr 0.26%
Regular 0.98%
not measured
Union Consumption Fund
Union Asset Management Company Private Limited · Sanjay Bembalkar, since Dec 2025
Sectoral/ Thematic ₹9.83
21 Sep 2026
— — ₹331 Cr 1.41%
Regular 2.78%
not measured
Union Corporate Bond Fund
Union Asset Management Company Private Limited · Parijat Agrawal, since May 2018
Corporate Bond ₹16.55
21 Sep 2026
4.4% 7.0% ₹323 Cr 0.41%
Regular 0.73%
beat peers in 0% of 3-yr windows64 windows
UTI Medium to Long Term Fund
UTI Asset Mgmt. Co. Ltd. · Amit Sharma, since Nov 2025
Medium to Long Term ₹83.36
21 Sep 2026
3.9% 6.3% ₹303 Cr 1.32%
Regular 1.64%
beat peers in 47% of 3-yr windows109 windows
Union Gold ETF
Union Asset Management Company Private Limited · Vinod Malviya, since Feb 2025
Gold ETF — 35.2% — ₹281 Cr 0.49%
Regular 0.00%
not measured
UTI CRISIL SDL Maturity April 2033 Index Fund
UTI Asset Mgmt. Co. Ltd. · Jaydeep Bhowal, since Nov 2025
Debt Funds ₹13.03
21 Sep 2026
4.9% 7.0% ₹271 Cr 0.17%
Regular 0.40%
beat peers in 30% of 3-yr windows10 windows — thin record
UTI - Credit Risk Fund.
UTI Asset Mgmt. Co. Ltd. · Abhishek Sonthalia, since Nov 2025
Credit Risk ₹20.89
21 Sep 2026
6.6% 7.8% ₹254 Cr 0.76%
Regular 1.43%
beat peers in 36% of 3-yr windows109 windows
Union Arbitrage Fund
Union Asset Management Company Private Limited · Devesh Thacker, since Jan 2019
Arbitrage ₹15.66
21 Sep 2026
6.6% 7.2% ₹250 Cr 1.55%
Regular 2.17%
beat peers in 4% of 3-yr windows56 windows
UTI Nifty Midcap 150 Quality 50 Index Fund
UTI Asset Mgmt. Co. Ltd. · Sharwan Kumar Goyal, since Apr 2022
Equity Funds ₹14.06
21 Sep 2026
−3.7% 8.2% ₹246 Cr 0.69%
Regular 1.11%
beat peers in 0% of 3-yr windows18 windows — thin record
UNIFI FLEXI CAP FUND
Unifi Asset Management Private Limited · Aejas Lakhani, since May 2025
Flexi Cap ₹10.76
21 Sep 2026
5.8% — ₹233 Cr 1.45%
Regular 2.73%
not measured
UTI Nifty Private Bank Index Fund
UTI Asset Mgmt. Co. Ltd. · Ayush Jain, since Sep 2024
Equity Funds ₹10.17
21 Sep 2026
1.7% — ₹222 Cr 0.56%
Regular 1.04%
not measured
Union Retirement Fund
Union Asset Management Company Private Limited · Pratik Dharmshi, since Dec 2024
Retirement ₹17.26
21 Sep 2026
3.9% 13.3% ₹209 Cr 1.37%
Regular 2.69%
beat peers in 100% of 3-yr windows13 windows — thin record
UTI BSE Sensex Index Fund
UTI Asset Mgmt. Co. Ltd. · Sharwan Kumar Goyal, since Jan 2022
Equity Funds ₹13.54
21 Sep 2026
−8.1% 5.1% ₹196 Cr 0.23%
Regular 0.31%
beat peers in 0% of 3-yr windows20 windows — thin record
Union Diversified Equity All Cap Active FOF
Union Asset Management Company Private Limited · Gaurav Chopra, since Sep 2025
FoF Domestic ₹10.91
21 Sep 2026
10.6% — ₹194 Cr 0.57%
Regular 1.46%
not measured
UTI Income Plus Arbitrage Active Fund of Fund
UTI Asset Mgmt. Co. Ltd. · Anurag Mittal, since Mar 2025
FoF Domestic ₹10.91
21 Sep 2026
5.7% — ₹185 Cr 0.12%
Regular 0.45%
not measured
Union Gold ETF Fund of Fund
Union Asset Management Company Private Limited · Vinod Malviya, since Feb 2025
FoF Domestic ₹17.30
21 Sep 2026
34.9% — ₹157 Cr 0.32%
Regular 0.57%
not measured
UTI Nifty50 Equal Weight Index Fund
UTI Asset Mgmt. Co. Ltd. · Ayush Jain, since Jun 2023
Equity Funds ₹14.86
21 Sep 2026
−0.4% 11.2% ₹150 Cr 0.44%
Regular 0.89%
beat peers in 25% of 3-yr windows4 windows — thin record
Union Equity Savings Fund
Union Asset Management Company Private Limited · Parijat Agrawal, since Jul 2018
Equity Savings ₹18.19
21 Sep 2026
3.4% 7.0% ₹130 Cr 2.10%
Regular 2.58%
beat peers in 6% of 3-yr windows62 windows
UTI Nifty Midsmallcap 400 Momentum Quality 100 Index Fund
UTI Asset Mgmt. Co. Ltd. · Ayush Jain, since Feb 2025
Equity Funds ₹11.72
21 Sep 2026
4.3% — ₹124 Cr 0.82%
Regular 1.31%
not measured
UTI 10 year Constant Maturity Gilt Fund
UTI Asset Mgmt. Co. Ltd. · Jaydeep Bhowal, since Oct 2024
10-year Constant Maturity Gilt ₹13.32
21 Sep 2026
3.3% 6.8% ₹114 Cr 0.33%
Regular 0.77%
beat peers in 14% of 3-yr windows14 windows — thin record
UTI Nifty 500 Index Fund
UTI Asset Mgmt. Co. Ltd.
Equity Funds ₹9.72
21 Sep 2026
— — ₹110 Cr 44.60%
Regular 45.31%
not measured
Union Short Term Fund
Union Asset Management Company Private Limited · Anindya Sarkar, since Jan 2025
Ultra Short Term ₹11.07
21 Sep 2026
5.0% — ₹107 Cr 0.35%
Regular 0.80%
not measured
Union Children's Fund
Union Asset Management Company Private Limited · Parijat Agrawal, since Nov 2023
Children's ₹13.13
21 Sep 2026
1.2% — ₹91 Cr 1.47%
Regular 2.64%
not measured
Union Gilt Fund
Union Asset Management Company Private Limited · Anindya Sarkar, since Jul 2022
Gilt ₹12.46
21 Sep 2026
1.6% 5.1% ₹88 Cr 0.65%
Regular 1.08%
beat peers in 0% of 3-yr windows14 windows — thin record
UTI Nifty500 Shariah Index Fund
UTI Asset Mgmt. Co. Ltd. · Ayush Jain, since Feb 2026
Equity Funds ₹9.95
21 Sep 2026
— — ₹86 Cr 0.76%
Regular 1.22%
not measured
UTI Nifty Alpha Low-Volatility 30 Index Fund
UTI Asset Mgmt. Co. Ltd. · Ayush Jain, since Nov 2024
Equity Funds ₹9.58
21 Sep 2026
−2.0% — ₹75 Cr 0.82%
Regular 1.24%
not measured
UTI Nifty Midcap 150 Index Fund
UTI Asset Mgmt. Co. Ltd. · Ayush Jain, since Nov 2024
Equity Funds ₹10.95
21 Sep 2026
4.9% — ₹74 Cr 0.66%
Regular 1.09%
not measured

NAV is the growth class, Direct plan where one exists; returns are CAGR to the build's NAV date. How often it beat its category is the share of rolling three-year stretches in which the fund beat its category median; a full record needs 36 windows, and a thinner one is greyed. Funds without that measurement sort last, never first; a fund with no NAV in the last 45 days — wound up, merged or dormant — sorts last of all and is marked. On a phone the table keeps three columns — the fund, its size and the measure you ordered by; category, NAV, both returns and the expense ratio are dropped rather than pushed off the right-hand edge, because an ordering you cannot see is worth nothing.